Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 952,148 shares of IBDT stock, worth $24.2 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
952,148
Previous 863,127 10.31%
Holding current value
$24.2 Million
Previous $21.5 Million 11.91%
% of portfolio
2.0%
Previous 1.75%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$24.79 - $25.26 $2.21 Million - $2.25 Million
89,021 Added 10.31%
952,148 $24.1 Million
Q4 2024

Feb 07, 2025
BUY
$24.82 - $25.48 $1.4 Million - $1.44 Million
56,379 Added 6.99%
863,127 $21.5 Million
Q3 2024

Nov 12, 2024
BUY
$24.62 - $25.59 $3.98 Million - $4.13 Million
161,497 Added 25.03%
806,748 $20.6 Million
Q2 2024

Aug 05, 2024
BUY
$24.4 - $24.86 $932,104 - $949,676
38,201 Added 6.29%
645,251 $16 Million
Q1 2024

May 09, 2024
SELL
$24.69 - $25.14 $145,991 - $148,652
-5,913 Reduced 0.96%
607,050 $15.1 Million
Q4 2023

Feb 08, 2024
SELL
$23.63 - $25.1 $30,010 - $31,877
-1,270 Reduced 0.21%
612,963 $15.4 Million
Q3 2023

Nov 07, 2023
BUY
$23.94 - $24.67 $5.39 Million - $5.56 Million
225,264 Added 57.91%
614,233 $14.8 Million
Q2 2023

Aug 08, 2023
BUY
$24.43 - $25.1 $8.05 Million - $8.27 Million
329,641 Added 555.62%
388,969 $9.53 Million
Q1 2023

May 12, 2023
BUY
$24.16 - $25.2 $1.43 Million - $1.5 Million
59,328 New
59,328 $1.48 Million

Others Institutions Holding IBDT

# of Institutions
370
Shares Held
87.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email